v Visit route creation

○ Create visit route and assign one or multiple sales persons to the route

○ Arrange multiple visit schedules and routes for different sales persons

○ Set up the Number of cycles which determines the number of times a route would repeat

v Event scheduling

○ Schedule events for the route by adding customers (aka) destinations to visit

○ Schedule events on any specific day(s) of the week

○ Edit the frequency of visits as well as priority for each of them

2. Tasks

v Task creation

○ Create tasks with distinctive names and description details

v Task assignment

○ Assign specific tasks to sales persons with special filter that can be used in case the sales persons of a certain route take up either the same or different tasks

3. My Sales

v Sales person management

○ See the list of all the current sales persons existing on the D35 system

v Location identification

○ Identify where each sales person is located at on the map

4. My Tasks

○ View all information related to the created route including all the destinations that were added to the route as well as all the tasks that were assigned to that route.

○ View personal tasks of sales persons

○ Update task completion progress

DMS - Visit Management

by Yokogawa Votiva Solutions